Acorn Wealth Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Acorn Wealth Advisors’s Portfolio XSLV Stock Details XSLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,413	Closed	-$373K	–	128
2019 Q4	$373K	Buy	7,413 +494	+7%	+$24.7K	0.31%	64
2019 Q3	$347K	Buy	6,919 +2,016	+41%	+$97.2K	0.3%	71
2019 Q2	$236K	Buy	+4,903	New	+$234K	0.22%	103
2018 Q3	–	Sell	-280	Closed	-$14K	–	462
2018 Q2	$14K	Hold	280	–	–	0.01%	456
2018 Q1	$13K	Hold	280	–	–	0.01%	469
2017 Q4	$13K	Buy	+280	New	+$13.1K	0.01%	448

Other funds holding XSLV

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorn Wealth Advisors's XSLV Position: Q1 2020 in Review

Acorn Wealth Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2020, closing a stake of 7,413 shares — an estimated $373K sold.

Acorn Wealth Advisors first reported a position in XSLV in Q4 2017 and held it in 6 quarters. The position peaked at $373K in Q4 2019. 207 funds tracked by Wall St. Rank hold XSLV as of Q1 2020.

Acorn Wealth Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
Acorn Wealth Advisors sold 7,413 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2020, an estimated $373K.
Acorn Wealth Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2017 and held it in 6 quarters.
Acorn Wealth Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $373K in Q4 2019.
207 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2020.

Based on Acorn Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.